Portillos shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Portillos (PTLO) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Portillos
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All positions including Portillos held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $40k | 2.8k | 14.18 |
2023-12-31 | $39k | 2.5k | 15.93 |
2023-09-30 | $38k | 2.5k | 15.39 |
2023-06-30 | $55k | 2.5k | 22.53 |
2023-03-31 | $50k | 2.4k | 21.37 |
2022-12-31 | $32k | 2.0k | 16.32 |
2022-09-30 | $38k | 2.0k | 19.49 |
2022-06-30 | $84k | 5.1k | 16.55 |
2022-03-31 | $128k | 5.2k | 24.50 |